Past webinars

Substantially greater efficiency is needed under the NDIS, and this can be a barrier to many disability organisations delivering on their core values.  CUSP Services has experience in helping service providers with back office systems and the challenge of transitioning to the NDIS.  The solution we have implemented covers: Integrated CRM with NDIS customised workflows, dashboards and reporting NDIA Portal support (service bookings and claims) Workforce management (scheduling) Functionality to support a highly mobile workforce (clocking, leave/availability mgt, tasks, case noting) HR and payroll services to come In the process of establishing CUSP services, we completed a deep dive on the requirements for service providers.  We created selection criteria and assessed the market.  This included the negotiation with the vendors.  We have successfully transitioned a number of times and built the associated business processes. We identified the associated team members, skills and the mix of capability needed.  We setup the solution and proved it at scale.  And made plenty of mistakes and learned lessons all along the way Course Outcomes: What will you have at the end of the webinar? By the end of the webinar your organisation will have: An understanding of the criteria used in assessing backoffice software solutions.   A working knowledge of transition risks and considerations Who is the webinar suitable for? Meeting the efficiency challenges in the NDIS is suitable for not for profit and community organisations considering back office software solutions and the associated transition work.  Can't attend the live webinar? Register anyway and we will send you the recording within 2 business days after the webinar! About the Presenters Rod Paine Rod has extensive program management and transformation experience.  He ran the Complex Systems Integration practice as well as the cloud and emerging technology practice for IBM and has extensive experience with NDS, service providers, vendors, DHS and the NDIA.  He has spent 4 years working in the NDIS space, including a number of successful transitions of service providers in the disability and mental health space.    Josh Goodwin Josh has worked as an Executive Manager in the NFP space and has extensive Program and Project Management qualifications and experience. He was responsible for the development and expansion of Connecting Up’s major Discount Programs. He is adept at transforming ideas in to marketable and sustainable enterprises both domestically and across Europe. Josh has over 10 years’ experience delivering high quality solutions to a multitude of stakeholders in the NFP space. Connecting Up is a part of the Infoxchange Group Infoxchange is a not-for-profit social enterprise that has delivered technology for social justice for over 25 years. With over 100 staff across Australia and New Zealand we tackle the biggest social challenges through the smart and creative use of technology. www.infoxchange.org/au

Learn how a simple Business Intelligence tool can help you with making more informed decisions regarding transparency, planning, grant application and sustainability for managing your workforce. What topics are covered in the webinar? What is Business Intelligence? How does BI apply to NFP's? Real world success story A Business Intelligence solution for NFP's Demo Q & A Course Outcomes: What will you have at the end of the Webinar? By the end of the webinar you will have: A basic understanding of what Business Intelligence is How business intelligence can be used to benefit NFP organisations The best ways to overcome 4 pinnacle organisational issues NFP’s have-transparency, planning, grant application and sustainability. Audience Who is the webinar suitable for? The webinar is suitable for not for profit and community organisations planning to improve their understanding of how business intelligence tools can improve their organisation using Tableau software. Decision makers or key opinion leaders who have an influence in organisational change Who are likely to have more than 50 users About the Facilitator: Olivia Macolino Olivia has 6 years of experience helping organisations develop strategies for organisational improvement in a variety of industries including medical, education and technology. Olivia is a people person and has developed exceptional skills building and sustaining relationships throughout her work history. Olivia’s passion for helping others has lead her to assist DataSpark Analytics to focus on helping the NFP sector improve their technology capabilities. Lindsay Whitbread Lindsay brings 18 years of IT professional experience. During this time he has developed significant skills around the development and introduction of technology solutions that directly provide business benefit. Lindsays main focus is on helping businesses to use technology effectively - whether that be cost optimisation, technology agility or the implementation of systems to improve levels of service and productivity. Recently Lindsay developed a BI solution for a Not For Profit organisation and felt that it could also benefit others in the NFP sector, he’s currently implementing this solution for their organisational success. Connecting Up is a part of the Infoxchange Group Infoxchange is a not-for-profit social enterprise that has delivered technology for social justice for over 25 years. With over 100 staff across Australia and New Zealand we tackle the biggest social challenges through the smart and creative use of technology. www.infoxchange.org/au

Delivery & Length: This live webinar consists of 1 session running for 1 hour. Each webinar will include a comprehensive presentation and group discussion/Q&A. The slides, video recordings and any templates applicable will be available after each session. Not available on this date and time? Register anyway! All webinar registrants will receive a full recording and the slides after the webinar has been presented. Course Information:

Download slides here Microsoft Office 365 in the Cloud offers many not-for-profits significant benefits. This presentation gives an overview of the features of Office 365, explores the benefits other organisations have gained from making the move to the Cloud and identify factors that organisations should consider when planning the move to Office 365. In this webinar, you will learn:

This webinar will give you tips on preparing your budgets for the next financial year. There will be some information for those of you still using spreadsheets (Including best practices on how to avoid common errors) but also some advice on how to save time with a tool like Calxa. Budgeting can be a time-consuming process so we'll discuss ways to speed it up with quick draft budgets, guidance on when a spreadsheet is the best tool and when it's not, and then how to involve more of your team in the budget process - to spread the workload and to give them ownership. By the end of this webinar your organisation will have: By the end of this webinar your organisation will have: A clear strategy to avoid the pitfalls of spreadsheets in budgeting - while using them when they work best Tips on how to start the budget process, reports to keep the stakeholders informed and how to safeguard the final result. Audience Budgeting Tips for Not-for-Profits is suitable for: NFP finance staff preparing next year's budgets Managers looking to save time with budgeting Users of MYOB, Xero or QuickBooks Online About the Presenter: Mick Devine Mick is a CPA and CEO of Calxa Australia. He has been involved in accounting systems for Not-for-Profits since before the implementation of GST in Australia and has spent most of the past 20 years designing and developing tools to take time out of the budgeting and reporting process. His award-winning Calxa application is available as a donation through Connecting Up/TechSoup New Zealand Connecting Up is a part of the Infoxchange Group Infoxchange is a not-for-profit social enterprise that has delivered technology for social justice for over 25 years. With over 100 staff across Australia and New Zealand we tackle the biggest social challenges through the smart and creative use of technology. www.infoxchange.org/au

Download slides here There is a growing need for non-profit organisations to ensure that they are effectively managing their data to demonstrate the impact of their work. Having access to insights and business intelligence using internal and external data sources ensures you can make informed decisions on service provision as well as positioning yourself for funding opportunities. In addition,  as the government and philanthropic funding environment becomes more competitive, PowerBI will help you to provide more evidence on how funds are allocated, and to showcase empirically, how those funds have improved the lives of those who have been recipients. 

Join Connecting Up and Mel Kettle for this special interactive webinar where you will get the chance to speak to Mel live around the topic of how to convert your donors/customers to brand ambassadors for your organisation. In our fast-paced society, it is often the little things that slip by. Saying thank you is often the first to go. There is evidence to show gratitude is good for our physical and mental wellbeing (thereby reducing sick leave and presentism at work), but it is also good for repeat business. Mel shares simple and practical strategies to thank your donors, customers and suppliers so that they will say thank-you back in the form of repeat donations and business.

The session will primarily focus on AASB 15 Revenue from contracts with customers and AASB 1058 Income of Not-for-Profit Entities and, the new accounting standards which have become effective from 1 January 2019. These standards represent significant changes to income and revenue recognition by NFP organisations. What is not included in the program? The course will only interpret the standards in ‘layman’s term’. It would not teach how to prepare financial records and reporting. Course Outcomes: By the end of this webinar your organisation will have: An awareness of the accounting standards which have been revamped, A general understanding of the reporting requirements expected under these revised standards, and An appreciation of why it is important to adopt the changes in the accounting standards. Audience What to expect from the new not-for-profit (NFP) accounting standards is suitable for: All reporting NFP organisations NFP organisations, irrespective of size, which publishes some form of financial information to their stakeholders NFPs with an interest in financial reporting and disclosures. About the Presenter: Dr. Ushi Ghoorah Ushi Ghoorah is an Associate Lecturer at Western Sydney University’s School of Business. Ushi researches disclosures in the NFP space and specializes in the financial disclosures, governance and accountability of NFP organisations. She has a PhD which examined ‘Factors influencing the extent of accounting disclosures made in the annual reports of publicly reporting Australian not-for-profit organisations’. Her current research projects include exploring people’s perceptions to the financial disclosures, the influence of various factors on financial disclosures and the relationship between governance boards and financial transparency of Australian NFP organisations. She is closely involved with the CPA (Australia)’s NFP Discussion group and is also an advisory panel member for the Australian Accounting Standards Board (AASB). Connecting Up is a part of the Infoxchange Group Infoxchange is a not-for-profit social enterprise that has delivered technology for social justice for over 25 years. With over 100 staff across Australia and New Zealand we tackle the biggest social challenges through the smart and creative use of technology. www.infoxchange.org/au

What topics are covered in the Procurement Overview? 5 Key stages to effectively optimise procurement outcomes. How can small organisations access strategic procurement with low value spend? Case Study - Aged Care organisation procurement What is not included in the program? Due to the nature of the webinar is for the sharing of information and insights the following are not included: Templates and Forms What will you have at the end of the Procurement Overview By the end of this webinar your organisation will have: A high-level understanding of the procurement process The key stages required for procurement outcomes How small organisations can access better procurement outcomes. How organisation can access supplier’s innovation, value add and aligning cultures. Audience Who is the workshop suitable for? Procurement overview is suitable for not for profit and community organisations interested to improve procurement outcomes and access value and innovation through procurement resourcing, processes, and collaboration: Who have identified a need to focus on organisation spend. Who have a need for products and services to fulfill their organisation purpose. Who have identified a need for better spend outcomes. NB: these webinars are for NFP staff responsible for organisation spend or undertaking Procurement activities. About the Facilitator: Kylie Dayman Kylie has over 20 years’ experience working in project management, category management and procurement. She has a passion for helping not for profit organisations improve their spend management and supplier engagement to optimise their ability to support their customers. She is Head of Procurement Mentoring and Advisory services at DAYMAN procurement and through this Kylie currently supports aged care and disability organisations in up-skilling and mentoring staff in procurement leaving organisations enabled to enhance their spend management for the future.  Additionally, enabling procurement value to small organisations through collaborative procurement. Kylie has recently: Mentored teams through several tenders in the aged care sector including medical consumables, and residential agency care resulting in spend optimisation and innovation. Implemented the tender process including templates and guidance documentation for medium sized aged care organisations. Facilitated co-design collaboration workshops across large, medium and small disability and aged care organisations.    Undertaken several collaboration procurement tenders with organisations across aged care, health and education sectors resulting in spend and resource optimisation. Connecting Up is a part of the Infoxchange Group Infoxchange is a not-for-profit social enterprise that has delivered technology for social justice for over 25 years. With over 100 staff across Australia and New Zealand we tackle the biggest social challenges through the smart and creative use of technology. www.infoxchange.org/au

Delivery & Length: This webinar consists of one (1) webinar running for 1 hour, to be held at 11:00AM AEDT on Wednesday 13 February 2019.  Each webinar will include a comprehensive presentation. The video recordings will be available after the session. Not available on this date and time? Register anyway! All webinar registrants will receive a full recording and the slides after the webinar has been presented. Course Information: Adobe InDesign is Adobe’s popular print design application, a part of Adobe Creative Cloud. It is a flexible program that is most commonly used for producing annual reports, flyers, business cards, and any other printed material. It can also be used to setup templates for digital assets, including social media.

Uncover the 7 common mistakes not for profits around Australia are making on their social media channels and how to be prepared for them or even avoid them altogether. This webinar is ideal for people wanting to get a good all round picture of social media for causes, but who may have a few gaps in knowledge or experience that are holding them back. This webinar will cover lessons like how to profile your audience, choose the right social media platform, be time efficient online, share tools and technology and simple ways to measure your results. Ideal for anyone working in the cause space who wants to better understand social media or grow their audience, impact or results from their digital storytelling. What is not included in the program? In an hour we can cover a lot of social media basics, but won’t be able to go too deep into your organisation’s specific social media strategy or every social media platform. Course Outcomes: By the end of this webinar your organisation will have: A clearer understanding of who you can reach on social media and where to find them Feel more comfortable about taking more risks online Tangible takeaways that can be applied immediately to increase your engagement and reach on social media Audience How to Overcome the 7 Biggest Mistakes Not for Profits Make on Social Media is suitable for: Marketing and communications professionals who want to learn about new platforms or new ways to improve their social media communications Managers who want to better understand their organisation’s social media strategy Volunteer and Fundraising managers who want to use social media to hit targets About the Presenter: Alecia Hancock Alecia Hancock is a businesswoman and entrepreneur, with a passion for helping cause-based organisation tell their story. Alecia’s vision is to further worthy causes around the world by providing accessible education about storytelling in a digital world. She has worked with brands like Bankwest Foundation, Australian Red Cross, Starlight Children’s Foundation and has clients all around Australia. Alecia’s business Hancock Creative, was awarded Telstra Micro Business of the Year WA in 2017, and was voted one of the 100 Coolest Companies in Australia. Her training program for causes, Gain & Retain was also listed by Anthill as one of the 50 Smartest Products in Australia. She worked as journalist and magazine editor for more than 15 years, with most of her time spent at the helm of local and national magazines. Her work has appeared in The West Australian, marie claire, Cosmopolitan and The Daily Telegraph. Alecia is also currently a lecturer at Notre Dame University, teaching Interactive Media.   Connecting Up is a part of the Infoxchange Group Infoxchange is a not-for-profit social enterprise that has delivered technology for social justice for over 25 years. With over 100 staff across Australia and New Zealand we tackle the biggest social challenges through the smart and creative use of technology. www.infoxchange.org/au

With the recent growth of cloud based and online systems, many community organisations are weighing up their options for moving to the cloud or continuing to rely on local infrastructure. Microsoft Azure is Microsoft’s locally hosted, rapidly growing cloud based infrastructure offering relevant to many community organisations. This webinar will help small and medium community organisations to assess the suitability of Microsoft Azure cloud based systems and consider how to choose and implement potential cloud technology solutions.

Download slides here   As part of the Office 365 subscription, not-for-profits are able to use Microsoft’s SharePoint Online collaboration platform for free. Often synonymous with Intranets, SharePoint is a powerful and diverse tool that can provide many collaboration, communication and process improvements to your organisation. This webinar is ideal for organisations who would like to learn more about what SharePoint is and does, and provides valuable insights and best-practice tips, crucial to a successful SharePoint implementation. In this webinar you will learn:

This webinar will give you an overview of the MYOB, Xero and QuickBooks products, pointing out their strengths and weaknesses when it comes to Not-for-Profit organisations. There is no one-size-fits-all solution and it’s important to know the questions to ask when evaluating what is best for your organisation. Users of MYOB Premier 19 and Reckon Accounts are missing out on some of the benefits of online software – and many need to upgrade to ensure ongoing support and compliance. We will help you make an educated, informed decision on the best upgrade path. Course Outcomes: By the end of this webinar your organisation will have: A clear idea of the strengths and weaknesses of the MYOB, Xero and QuickBooks products for Not-for-Profits Clarity on the benefits of moving their accounting software online Audience Which Cloud Accounting Software is suitable for: NFP finance staff considering moving to online accounting Users of MYOB Premier 19 or Reckon Accounts Users of more complex mid-tier accounting systems looking for a simpler system with the benefits of automation About the Presenter: Mick Devine Mick is a CPA and CEO of Calxa Australia. He has been involved in accounting systems for Not-for-Profits since before the implementation of GST in Australia. He has a good working knowledge of the MYOB, Xero and QuickBooks products and some of the pitfalls – and benefits - of each of them.  

If you are in the market for a new website, or simply want to understand or work on your existing site, jump on this fun webinar where we will look at the various components involved in putting together a website - design, technical and marketing aspects - all important to get what you want from a website.

Leveraging LinkedIn to improve your own personal brand and position yourself and your business appropriately within the professional realm is a key to sustained business success and growth. Learn how to take LinkedIn Connections to a whole new level and a proven strategy for turning those online relationships into strong business referral partnerships offline from Adelaide’s leading social media specialist. Our highly interactive workshop will take you through what it takes to get the most out of LinkedIn: This LinkedIn training course will help you to: Optimise your personal profile for the types of individuals you want to connect with. Devise a strategy behind securing the connections you want. Learn to research fundraising or sponsorship prospects, potential referral partners, and keeping an eye on your competition. Understand the power of ‘social proofing’ and how you can effectively use Recommendations. Demonstrate how your LinkedIn profile is built for search on Google as well as LinkedIn. How to use groups to expand your network and build your credibility. Build solid relationships using LinkedIn as the starting point to take it from connection, to coffee, to business. What is not included in the program? This course is focused on the power of the LinkedIn personal profile, not the Company Page. Course Outcomes: What will you have at the end of Using LinkedIn as a Personal Branding Tool? By the end of the series of webinars you will have: A guide to fully fleshing out your LinkedIn profile. An understanding of how LinkedIn can be used to help achieve your organizational goals. A strategy to connect with the right people, and take those online connections through to business. Audience Who is the webinar suitable for? Using LinkedIn as a Personal Branding Tool is suitable for individuals within not for profit and community organisations who want lower-cost strategies to leverage the power of LinkedIn. This course is best suited to any customer/client-facing roles within your organisation. About the Facilitator: Simone Douglas Simone Douglas is the CEO of Social Media AOK, a three times Telstra Business Award finalist. Her strong practical focus on tangible outcomes combined with an extensive background in business, change management and process improvement has seen her work with all types of businesses from the local hairdresser, through to the Commonwealth Attorney-General’s Department, and everything in between. She is also currently the licensee of the Duke of Brunswick Hotel, and Area Director Consultant for Business Networking International. A certified practicing marketer, combining a wealth of marketing knowledge, strategies and experience, Simone is well placed to speak on the topic of marketing.  

Download slides here Microsoft Office 365 in the Cloud offers many not-for-profits significant benefits. This presentation gives an overview of the features of Office 365, explores the benefits other organisations have gained from making the move to the Cloud and identify factors that organisations should consider when planning the move to Office 365. In this webinar, you will learn:

Course information: Wordpress has become one of the world’s leading online content management systems because it’s easy to use and allows your blog and website to be integrated, something both users and search engines love! The beauty of WordPress is that as your business grows, there is no need to start a new website from scratch, it can grow with you. Course outcomes: This webinar is for those who are considering establishing a Wordpress website or who are at the early part of the journey of using their existing Wordpress website who would like a greater understanding of its capabilities, and gain confidence within the Wordpress dashboard. Who should attend

This webinar will showcase the commonly features in the OneNote application as relevant to Connecting Up’s staff usage. What is not included? How to instructions or user manuals that are already available on Microsoft’s Help site. Course Outcomes: By the end of this webinar your organisation will have: An understanding of how OneNote is utilised for note taking & organising. A preview of OneNote’s organisational capability. A preview of how OneNote is utilised for collaboration. A preview of OneNote’s drawing & writing feature. Audience - Who is the webinar suitable for? Connecting Up Web Series: We Use OneNote is suitable for anyone in the not for profit and community organisations that is curious to see how OneNote is utilized to take notes, organise work and information, collaborate and draw. About the Presenter: https://www.linkedin.com/in/joannaretnam/   Joanna Retnam joined Connecting Up in June 2018.  Joanna has almost a decade of experience in the NFP sector working both as Business Systems Manager for a medium sized NFP and Head of Global Services Innovation with a software vendor specialising in case/client management software for the NFP sector. She has years of experience in design thinking, IT methodology, implementation, change management and Six Sigma working with global brands such as Sony. Joanna has been using OneNote since 2012 and is a huge advocate of the application as it allows her to easily organise and keep track of her many pieces of work.  

Substantially greater efficiency is needed under the NDIS, and this can be a barrier to many disability organisations delivering on their core values.  CUSP Services has experience in helping service providers with back office systems and the challenge of transitioning to the NDIS.  The solution we have implemented covers: Integrated CRM with NDIS customised workflows, dashboards and reporting NDIA Portal support (service bookings and claims) Workforce management (scheduling) Functionality to support a highly mobile workforce (clocking, leave/availability mgt, tasks, case noting) HR and payroll services to come In the process of establishing CUSP services, we completed a deep dive on the requirements for service providers.  We created selection criteria and assessed the market.  This included the negotiation with the vendors.  We have successfully transitioned a number of times and built the associated business processes. We identified the associated team members, skills and the mix of capability needed.  We setup the solution and proved it at scale.  And made plenty of mistakes and learned lessons all along the way Course Outcomes: What will you have at the end of the webinar? By the end of the webinar your organisation will have: An understanding of the criteria used in assessing backoffice software solutions.   A working knowledge of transition risks and considerations Who is the webinar suitable for? Meeting the efficiency challenges in the NDIS is suitable for not for profit and community organisations considering back office software solutions and the associated transition work.  About the Presenters Rod Paine Rod has extensive program management and transformation experience.  He ran the Complex Systems Integration practice as well as the cloud and emerging technology practice for IBM and has extensive experience with NDS, service providers, vendors, DHS and the NDIA.  He has spent 4 years working in the NDIS space, including a number of successful transitions of service providers in the disability and mental health space.    Josh Goodwin Josh has worked as an Executive Manager in the NFP space and has extensive Program and Project Management qualifications and experience. He was responsible for the development and expansion of Connecting Up’s major Discount Programs. He is adept at transforming ideas in to marketable and sustainable enterprises both domestically and across Europe. Josh has over 10 years’ experience delivering high quality solutions to a multitude of stakeholders in the NFP space.